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Read this first. Adding a person to your company creates their login. It does not put them on any job. This is the single most common setup mistake in DirtView.

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The two steps people collapse into one

1

Add them to the company (once)

Left menu → Employees. This creates their account and gives them a company role.→ Adding an employee
2

Add them to each job (every time)

Open the job → project team → add the person. Until you do this, they sign in successfully and see nothing.

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Company role vs. what they can do here

Their company role (Foreman, PM, Admin…) is the ceiling — the set of things that role is ever allowed to do. Being on this job is what lets them do those things on this job.
So: “Why can’t José see the drawings?” is almost always step 2 missing, not a permissions problem. Check job membership before you start editing roles.
→ The six roles and what each one can do: Built-in roles

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Next

The six roles

Who to assign to whom, in one pass.

Employees vs. contacts

Logins vs. a directory you route things to.